Biofrontera (BFRI)
NASDAQ:BFRI
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Earnings Data
Report Date
Aug 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.11Last Year’s EPS
-0.57Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted a clear, material improvement in core commercial and financial metrics (17% revenue growth, ~16% unit growth, gross margin expansion to ~80%, near-zero operating cash use) alongside meaningful clinical and regulatory progress (sNDA acceptance for sBCC with a PDUFA in September, positive AK Phase III results, encouraging acne data). These positives are tempered by elevated SG&A and operating expenses, ongoing patent/legal costs and a continued going concern qualification with limited liquidity. On balance the transform-driven revenue and margin gains, near-term regulatory catalysts, and improved cash performance materially outweigh the challenges, supporting a constructive view of the company's trajectory while recognizing remaining execution and financing risks.Company Guidance
Revenue Growth
Product revenues of $10.1 million in Q1 2026, an increase of approximately 17% year-over-year from $8.6 million in Q1 2025.
Unit Volume Momentum
Ameluz unit volumes increased ~16% YoY from ~25,000 tubes in Q1 2025 to ~29,000 tubes in Q1 2026, supporting revenue growth and reflecting stronger commercial adoption.
Gross Margin Expansion
Gross margin expanded to approximately 80% in Q1 2026 versus ~62% in Q1 2025 (an ~18 percentage point improvement), driven by the new earnout cost structure and a ~40% reduction in cost of revenues (from $3.1M to $1.8M).
Near-Breakeven Operating Cash Flow
Cash used in operating activities was near zero at $70,000 in Q1 2026 versus $4.1 million used in Q1 2025, signaling dramatic improvement and supporting the company's path to cash flow breakeven this year.
Improved Adjusted EBITDA and Margin
Adjusted EBITDA improved to -$3.6 million from -$4.4 million in the prior year (an improvement of ~$0.8M). Adjusted EBITDA margin improved to -35% from -51% (16 percentage point improvement).
Installed Base and Lamp Placements
Shipped ~32 RhodoLED lamps in Q1 2026, growing the installed base to approximately 773 lamps across 709 dermatology offices, supporting future recurring product sales.
Regulatory and Clinical Progress — sBCC
FDA accepted the supplemental NDA for Ameluz PDT for superficial basal cell carcinoma with a PDUFA target action date of September 28, 2026—potential to be the first PDT drug approved to treat a cancer in the U.S., creating a significant commercial opportunity.
Positive AK Phase III Results and Planned sNDA
Positive, statistically significant Phase III results for actinic keratosis on extremities, neck and trunk; database lock for required PK study completed and plan to file supplemental NDA in Q3 2026 to expand the AK label up to 240 cm² treatment field.
Encouraging Acne Phase II Data
Phase II acne study showed a 58% reduction in inflammatory lesions with Ameluz versus 37% with vehicle (3-hour incubation); 86% patient satisfaction indicating strong potential; plan to discuss Phase III design with FDA in H2 2026.
Corporate and Strategic Wins
Completed strategic transaction giving full U.S. rights/control of Ameluz and RhodoLED (closed Oct 2025, NDA/IND transferred Dec 2025) and regained NASDAQ compliance on May 6, 2026; earnout structure (12%/15%) replaced prior 25%–35% transfer pricing.
BFRI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BFRI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | $0.96 | $0.99 | +3.02% |
Mar 19, 2026 | $0.87 | $0.85 | -1.50% |
Nov 13, 2025 | $0.97 | $0.89 | -8.53% |
Aug 13, 2025 | $0.95 | $0.97 | +1.68% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Biofrontera (BFRI) report earnings?
Biofrontera (BFRI) is schdueled to report earning on Aug 07, 2026, Before Open (Confirmed).
What is Biofrontera (BFRI) earnings time?
Biofrontera (BFRI) earnings time is at Aug 07, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BFRI EPS forecast?
BFRI EPS forecast for the fiscal quarter 2026 (Q2) is -0.11.